Cbre Group, Inc.
CBRE- Exchange
- NYSE
- Industry
- Real Estate
- SEC CIK
- 0001138118
In the last 90 days, Cbre Group, Inc. insiders filed 0 open-market purchases and 3 sales; 1,076 institutions reported holding it in 13F filings for Q2 2026, worth $38.1B in total; superinvestors Harris Associates (Oakmark) and ValueAct Capital hold it.
13F holders, Q3 2024
Institutional positions in Cbre Group, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 867
- +90 vs. Q2 2024
- Shares held
- 295.6M
- +26.6M (+9.9%) vs. Q2 2024
- Total value
- $36.8B
- +$12.8B (+53.4%) vs. Q2 2024
- New holders
- 138
- 318 more added
- Sold out
- 48
- 299 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,076 | $38.1B |
| Q1 2026 | 1,082 | $38.1B |
| Q4 2025 | 1,111 | $46.1B |
| Q3 2025 | 1,061 | $44.4B |
| Q2 2025 | 1,014 | $40.2B |
| Q1 2025 | 988 | $38.0B |
| Q4 2024 | 945 | $38.6B |
| Q3 2024 | 867 | $36.8B |
| Q2 2024 | 783 | $26.6B |
| Q1 2024 | 797 | $29.1B |
| Q4 2023 | 763 | $28.1B |
| Q3 2023 | 698 | $22.0B |
| Q2 2023 | 706 | $24.6B |
| Q1 2023 | 710 | $22.0B |
| Q4 2022 | 705 | $23.2B |
| Q3 2022 | 701 | $20.7B |
| Q2 2022 | 700 | $22.8B |
| Q1 2022 | 762 | $28.7B |
| Q4 2021 | 782 | $34.7B |
| Q3 2021 | 686 | $31.2B |
| Q2 2021 | 671 | $27.6B |
| Q1 2021 | 634 | $25.4B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Cbre Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Accuvest Global Advisors | 2,947 | $363.9K | 0.31% | +2,947 | New |
| Harvest Fund Management Co., Ltd | 2,909 | $362.0K | 0.02% | +2,909 | New |
| TD Private Client Wealth LLC | 2,895 | $360.4K | 0.01% | +709+32.4% | Added |
| Forum Financial Management, LP | 2,876 | $358.0K | 0.01% | +10.0% | Added |
| Integrated Investment Consultants, LLC | 2,870 | $357.3K | 0.08% | +2,870 | New |
| Fifth Third Wealth Advisors LLC | 2,835 | $352.9K | 0.02% | −59−2.0% | Reduced |
| Covenant Partners, LLC | 2,825 | $351.7K | 0.10% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,800 | $348.5K | 0.08% | −1,200−30.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,797 | $348.1K | 0.02% | +2,300+462.8% | Added |
| Citizens Financial Group Inc | 2,793 | $347.7K | 0.01% | +15+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 2,792 | $347.5K | 0.15% | +54+2.0% | Added |
| Ellerson Group Inc | 2,790 | $347.3K | 0.27% | +490+21.3% | Added |
| GeoWealth Management, LLC | 2,775 | $345.4K | 0.01% | +547+24.6% | Added |
| Jump Financial, LLC | 2,758 | $343.3K | 0.01% | −11,802−81.1% | Reduced |
| Commerzbank Aktiengesellschaft | 2,749 | $343.0K | 0.01% | +485+21.4% | Added |
| Corton Capital Inc. | 2,700 | $336.1K | 0.16% | +2,700 | New |
| Heritage Wealth Advisors | 2,680 | $333.6K | 0.02% | −190−6.6% | Reduced |
| Schechter Investment Advisors, LLC | 2,671 | $332.5K | 0.02% | −153−5.4% | Reduced |
| Stephens Inc | 2,640 | $328.6K | 0.00% | +80+3.1% | Added |
| Jones Financial Companies LLLP | 2,653 | $327.2K | 0.00% | +1,879+242.8% | Added |
| Advisors Capital Management, LLC | 2,629 | $327.0K | 0.01% | +2,629 | New |
| Premier Path Wealth Partners, LLC | 2,617 | $325.8K | 0.05% | +362+16.1% | Added |
| ProVise Management Group, LLC | 2,616 | $325.6K | 0.03% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 2,603 | $324.0K | 0.09% | 00.0% | Unchanged |
| Maven Securities LTD | 2,582 | $321.4K | 0.04% | +2,582 | New |
| Panagora Asset Management Inc | 2,570 | $319.9K | 0.00% | +5+0.2% | Added |
| Pitcairn Co | 2,548 | $317.2K | 0.02% | −1,011−28.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,496 | $310.7K | 0.02% | +2,496 | New |
| Checchi Capital Advisers, LLC | 2,479 | $308.6K | 0.02% | +38+1.6% | Added |
| Geller Advisors LLC | 2,473 | $307.8K | 0.02% | −211−7.9% | Reduced |
| Advisory Services Network, LLC | 3,451 | $307.5K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,469 | $307.3K | 0.01% | −21−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 2,456 | $305.7K | 0.01% | +63+2.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,451 | $305.1K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,402 | $299.0K | 0.07% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,400 | $298.8K | 0.08% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,366 | $294.5K | 0.02% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 2,345 | $291.9K | 0.04% | +2,345 | New |
| Warren Averett Asset Management, LLC | 2,342 | $291.5K | 0.01% | −234−9.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,318 | $288.5K | 0.04% | +2,318 | New |
| United Community Bank | 2,314 | $288.0K | 0.11% | −207−8.2% | Reduced |
| Howard Capital Management Inc. | 2,290 | $285.1K | 0.00% | +2,290 | New |
| Pensionmark Financial Group, LLC | 2,286 | $284.6K | 0.01% | +2,286 | New |
| Conning Inc. | 2,263 | $281.7K | 0.01% | −10.0% | Reduced |
| Cidel Asset Management Inc | 2,262 | $281.6K | 0.02% | 00.0% | Unchanged |
| AXA S.A. | 2,251 | $280.2K | 0.00% | −951−29.7% | Reduced |
| Mission Wealth Management, LP | 2,249 | $279.9K | 0.01% | +3+0.1% | Added |
| Adviser Investments LLC | 2,233 | $278.0K | 0.00% | +2,233 | New |
| Perigon Wealth Management, LLC | 2,195 | $273.3K | 0.01% | +2,195 | New |
| Summit Trail Advisors, LLC | 2,194 | $273.2K | 0.01% | +2,194 | New |
| Trillium Asset Management, LLC | 2,175 | $271.0K | 0.01% | +2,175 | New |
| Leonteq Securities AG | 2,174 | $270.6K | 0.03% | −1,383−38.9% | Reduced |
| IMPACTfolio, LLC | 2,160 | $268.9K | 0.14% | +2,160 | New |
| Cooper Financial Group | 2,157 | $268.5K | 0.03% | +2,157 | New |
| Crestmont Private Wealth LLC | 2,115 | $263.3K | 0.12% | +2,115 | New |
| Integrated Advisors Network LLC | 2,071 | $257.8K | 0.01% | +2,071 | New |
| Marcum Wealth, LLC | 2,061 | $256.6K | 0.02% | +2,061 | New |
| Mesirow Financial Investment Management, Inc. | 2,055 | $255.8K | 0.00% | +2,055 | New |
| Fukoku Mutual Life Insurance Co | 2,041 | $254.1K | 0.02% | +2,041 | New |
| Virtus Investment Advisers, Inc. | 2,040 | $253.9K | 0.20% | +2,040 | New |
| Western Pacific Wealth Management, LP | 2,035 | $253.3K | 0.17% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,033 | $253.1K | 0.03% | +2,033 | New |
| Relyea Zuckerberg Hanson LLC | 2,024 | $251.9K | 0.04% | +2,024 | New |
| Transatlantique Private Wealth LLC | 2,024 | $251.9K | 0.10% | +2,024 | New |
| Evermay Wealth Management LLC | 2,017 | $251.1K | 0.04% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,004 | $249.5K | 0.03% | +2,004 | New |
| Tolleson Wealth Management, Inc. | 2,000 | $249.0K | 0.05% | +2,000 | New |
| Kerrisdale Advisers, LLC | 1,987 | $247.3K | 0.08% | −7,215−78.4% | Reduced |
| Parkside Financial Bank & Trust | 1,986 | $247.2K | 0.03% | −6−0.3% | Reduced |
| Heartland Bank & Trust Co | 1,975 | $245.8K | 0.13% | +1,975 | New |
| Valeo Financial Advisors, LLC | 1,964 | $244.5K | 0.01% | +1,964 | New |
| Evergreen Capital Management LLC | 1,961 | $244.1K | 0.01% | +1,961 | New |
| Smith, Salley & Associates | 1,923 | $239.4K | 0.02% | −674−26.0% | Reduced |
| Pathway Financial Advisors LLC | 1,918 | $238.8K | 0.06% | −500−20.7% | Reduced |
| Sage Mountain Advisors LLC | 1,917 | $238.6K | 0.02% | +1,917 | New |
| Trust Investment Advisors | 1,883 | $234.4K | 0.15% | +1,883 | New |
| Aaron Wealth Advisors | 1,862 | $231.8K | 0.03% | +1,862 | New |
| First Affirmative Financial Network | 1,860 | $231.5K | 0.13% | +1,860 | New |
| Edge Capital Group, LLC | 1,857 | $231.2K | 0.01% | +1,857 | New |
| Old National Bancorp | 1,850 | $230.3K | 0.01% | +1,850 | New |
| Mainstream Capital Management LLC | 1,845 | $229.7K | 0.20% | +1,845 | New |
| Group One Trading, L.P. | 1,842 | $229.3K | 0.01% | +1,842 | New |
| Sigma Planning Corp | 1,839 | $228.9K | 0.01% | +1,839 | New |
| Graypoint LLC | 1,823 | $226.9K | 0.01% | +1,823 | New |
| Kingsview Wealth Management, LLC | 1,821 | $226.7K | 0.00% | +1,821 | New |
| King Luther Capital Management Corp | 1,804 | $224.6K | 0.00% | +1,804 | New |
| Meridian Financial Partners LLC | 1,800 | $224.0K | 0.11% | +1,800 | New |
| Moneta Group Investment Advisors LLC | 1,786 | $222.3K | 0.00% | +1,786 | New |
| Farther Finance Advisors, LLC | 1,771 | $220.4K | 0.01% | +271+18.1% | Added |
| WCM Investment Management, LLC | 1,784 | $219.7K | 0.00% | +1,784 | New |
| GW Henssler & Associates Ltd | 1,759 | $219.0K | 0.01% | −2,052−53.8% | Reduced |
| Moody National Bank Trust Division | 1,758 | $218.8K | 0.02% | +1,758 | New |
| Lindbrook Capital, LLC | 1,750 | $217.8K | 0.02% | +79+4.7% | Added |
| Great Valley Advisor Group, Inc. | 1,741 | $217.1K | 0.01% | +1,741 | New |
| Capital Analysts, LLC | 1,738 | $216.0K | 0.01% | +203+13.2% | Added |
| Drive Wealth Management, LLC | 1,734 | $215.8K | 0.06% | +1,734 | New |
| Mather Group, LLC. | 1,722 | $214.3K | 0.00% | +5+0.3% | Added |
| Tiaa Trust, National Association | 1,702 | $211.9K | 0.00% | +1,702 | New |
| Core Wealth Partners LLC | 1,700 | $211.6K | 0.13% | +1,700 | New |
| Integrated Wealth Concepts LLC | 1,674 | $208.4K | 0.00% | +1,674 | New |